エピソード

  • Buy Now, Pay Later For Calendar Bookings

    Buy Now, Pay Later For Calendar Bookings
    2026/04/23
    In this episode of The Biz Pilot Briefing... we introduce Buy Now, Pay Later for calendar bookings inside Biz Pilot 360. This new payment option lets customers split the cost of higher-priced appointments or services into installments while you receive payment up front through supported BNPL providers. Enabling it is quick via Payments > Integrations and your Stripe account—no coding required. For businesses, marketers, and entrepreneurs, BNPL increases booking conversions, makes premium services more accessible, and improves customer experience while preserving immediate cash flow. It reduces checkout friction by offering flexible payment choices and shifts installment risk and collection to the BNPL provider. Learn more about Biz Pilot 360 at https://bizpilot360.ai.
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    1 分
  • Social Planner Statistics: Custom Date Ranges & Comparisons

    Social Planner Statistics: Custom Date Ranges & Comparisons
    2026/04/22
    In this episode of The Biz Pilot Briefing... we highlight the upgraded Social Planner Statistics in Biz Pilot 360. The update replaces the fixed seven-day snapshot with a customizable date-range selector and an adjustable comparison window, letting users analyze exact campaign periods and side-by-side trends. Selecting ranges refreshes KPIs, totals, and charts instantly, so marketers and business owners can spot wins, diagnose issues, and measure growth without exporting data to spreadsheets. This self-serve enhancement streamlines reporting, produces clearer client-ready visuals, and speeds decision-making around social campaigns and performance optimization. Try the flexible date controls in Social Planner to tighten analysis and communication of results. Learn more about Biz Pilot 360 at https://bizpilot360.ai.
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    1 分
  • Opportunities Tab Added To Contact Page

    Opportunities Tab Added To Contact Page
    2026/04/21
    In this episode of The Biz Pilot Briefing we highlight a streamlined Contact Page update in Biz Pilot 360 that brings Opportunities into the right-hand panel as a dedicated tab below Associations. The change makes related deals easier to find and manage—tap the Opportunities tab to view linked records, add new opportunities with the Add button, or edit and delete via the opportunity card and its menu. Opportunities will briefly remain under Actions to ease the transition. For businesses, marketers, and entrepreneurs this delivers faster access, clearer organization, and less time hunting for deal information, enabling more efficient pipeline management and better visibility across contacts. Learn more about Biz Pilot 360 at https://bizpilot360.ai.
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    2 分
  • Appointment Workflow Enrollment For Guests And Contacts

    Appointment Workflow Enrollment For Guests And Contacts
    2026/04/17
    In this episode of The Biz Pilot Briefing we cover an update that makes appointment workflows in Biz Pilot 360 smarter and more flexible. Automation that previously ran only for the primary contact can now enroll the contact only, contact plus guests, or guests only when using the Customer Booked Appointment or Appointment Status triggers. That means reminders, confirmations, and follow-ups can be sent automatically to every relevant participant without building separate automations. Businesses, marketers, and entrepreneurs will save time, reduce manual touchpoints, and improve communication for multi-participant meetings and onboarding flows. Note that guests added after the original booking aren’t enrolled retroactively, so adjustments should be planned accordingly. Learn more about Biz Pilot 360 at https://bizpilot360.ai.
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    2 分
  • Collect Card Payments During Signing With Card Details

    Collect Card Payments During Signing With Card Details
    2026/04/17
    In this episode of The Biz Pilot Briefing we introduce the new Card Details element in Biz Pilot 360’s Documents & Contracts, which lets you collect payment information directly during the signing process. Add the field in the document builder, assign it to a signer, and require it to capture card details securely at the moment of agreement. Customers can save cards for future use, enabling one-click payments, auto-pay, and subscription billing without separate invoices or payment links. This streamlines onboarding, reduces follow-ups and payment drop-off, and helps businesses convert signed agreements into revenue faster while providing a smoother client experience. Learn more about Biz Pilot 360 at https://bizpilot360.ai.
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    2 分
  • Reply to TikTok Comments Directly in Social Planner

    Reply to TikTok Comments Directly in Social Planner
    2026/04/15
    In this episode of The Biz Pilot Briefing... we introduce a new capability in Biz Pilot 360’s Marketing > Social Planner: reply to TikTok comments directly from the platform. The update lets teams view comment threads and post replies in-line, eliminating app switching and credential headaches. For businesses, marketers, and entrepreneurs this drives faster engagement, boosts content reach by leveraging TikTok’s conversation-friendly algorithm, and strengthens customer relationships through timely interaction. It also streamlines feedback collection and surfaces improvement opportunities more quickly, increasing team efficiency and focus. Tune in for a brief walkthrough of where to find the feature and how it complements your social workflow. Learn more about Biz Pilot 360 at https://bizpilot360.ai.
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    1 分
  • Enable Conversation AI Email Replies With Templates And CC/BCC

    Enable Conversation AI Email Replies With Templates And CC/BCC
    2026/04/14
    In this episode of The Biz Pilot Briefing, we introduce Conversation AI for email inside Biz Pilot 360 — letting your AI agents reply to inbound emails with the same intelligence and personalization they use in chat. The update includes an email layer for formatting and design, options for default CC/BCC recipients, and the choice between plain-text or templated messages, all configurable per agent. Setup is handled in the AI Agents area so teams can enable the email channel, set sender and routing preferences, and save the templates their agents should follow. The result: consistent branding, smarter outreach, automated routing, and less manual follow-up for businesses, marketers, and entrepreneurs. Learn more about Biz Pilot 360 at https://bizpilot360.ai.
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    2 分
  • Conversation AI Books Appointments In Services Calendar

    Conversation AI Books Appointments In Services Calendar
    2026/04/14
    In this episode of The Biz Pilot Briefing we introduce Conversation AI’s new appointment booking for the Services Calendar in Biz Pilot 360, enabling customers to schedule directly via SMS, Live Chat, Facebook, Instagram, and WhatsApp. The update adds a memory layer so the bot remembers earlier inputs, asks clarifying questions when needed, and presents a booking preview before confirmation. Setup is handled in the AI Agents > Conversation AI tab by enabling appointment booking and selecting Services, so your bot guides customers through natural conversations and creates calendar entries automatically. This streamlines scheduling, reduces manual work for teams, speeds up customer responses, and improves conversion across channels. Learn more about Biz Pilot 360 at https://bizpilot360.ai.
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    2 分